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Beacon Pointe Advisors’s WisdomTree International High Dividend Fund DTH Stock Holding History

Beacon Pointe Advisors’s Portfolio DTH Stock Details DTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.19M Buy
151,481
+25,831
+21% +$1.4M 0.04% 362
2025
Q4 		$6.48M Sell
125,650
-3,096
-2% -$154K 0.05% 332
2025
Q3 		$6.33M Sell
128,746
-32,489
-20% -$1.56M 0.05% 307
2025
Q2 		$7.47M Buy
161,235
+14
+0% +$620 0.08% 227
2025
Q1 		$6.85M Sell
161,221
-5,703
-3% -$230K 0.08% 234
2024
Q4 		$6.31M Sell
166,924
-19,085
-10% -$746K 0.07% 231
2024
Q3 		$7.71M Sell
186,009
-12,881
-6% -$516K 0.09% 202
2024
Q2 		$7.63M Sell
198,890
-5,464
-3% -$217K 0.09% 199
2024
Q1 		$8.1M Sell
204,354
-15,643
-7% -$601K 0.09% 201
2023
Q4 		$8.56M Sell
219,997
-32,410
-13% -$1.19M 0.1% 183
2023
Q3 		$9.14M Buy
252,407
+46,308
+22% +$1.72M 0.11% 170
2023
Q2 		$7.61M Buy
206,099
+14,662
+8% +$554K 0.12% 160
2023
Q1 		$7.21M Buy
191,437
+3,761
+2% +$142K 0.12% 171
2022
Q4 		$6.73M Buy
187,676
+15,011
+9% +$507K 0.13% 157
2022
Q3 		$5.23M Buy
172,665
+98,127
+132% +$3.31M 0.12% 167
2022
Q2 		$2.58M Buy
74,538
+8,810
+13% +$335K 0.05% 281
2022
Q1 		$2.61M Buy
65,728
+26,366
+67% +$1.05M 0.04% 391
2021
Q4 		$1.52M Sell
39,362
-1,826
-4% -$70K 0.04% 298
2021
Q3 		$1.56M Buy
41,188
+716
+2% +$28.4K 0.04% 325
2021
Q2 		$1.6M Buy
40,472
+667
+2% +$27.1K 0.06% 254
2021
Q1 		$1.56M Buy
39,805
+2,595
+7% +$101K 0.1% 165
2020
Q4 		$1.4M Sell
37,210
-5,786
-13% -$203K 0.1% 162
2020
Q3 		$1.42M Sell
42,996
-5,162
-11% -$176K 0.14% 132
2020
Q2 		$1.59M Sell
48,158
-11,661
-19% -$368K 0.16% 124
2020
Q1 		$1.75M Buy
59,819
+30,398
+103% +$1.13M 0.28% 76
2019
Q4 		$1.24M Buy
29,421
+4,262
+17% +$173K 0.38% 58
2019
Q3 		$984K Sell
25,159
-2,059
-8% -$80.1K 0.43% 58
2019
Q2 		$1.1M Buy
27,218
+3,982
+17% +$161K 0.4% 65
2019
Q1 		$935K Sell
23,236
-1,008
-4% -$39.9K 0.35% 74
2018
Q4 		$899K Buy
+24,244
New +$949K 0.55% 52

Other funds holding DTH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
FDS
Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

Beacon Pointe Advisors's DTH Position: Q1 2026 in Review

Beacon Pointe Advisors increased its WisdomTree International High Dividend Fund (DTH) stake by 21% in Q1 2026, buying an estimated $1.4M and bringing the position to 151,481 shares worth $8.19M. The position accounts for 0.04% of the portfolio, ranked #362.

Beacon Pointe Advisors first reported a position in DTH in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.14M in Q3 2023. 111 funds tracked by Wall St. Rank hold DTH as of Q1 2026.

  • Beacon Pointe Advisors held 151,481 shares of WisdomTree International High Dividend Fund worth $8.19M as of Q1 2026.
  • Beacon Pointe Advisors bought 25,831 WisdomTree International High Dividend Fund shares in Q1 2026, an estimated $1.4M.
  • WisdomTree International High Dividend Fund made up 0.04% of Beacon Pointe Advisors's portfolio in Q1 2026, its #362 holding.
  • Beacon Pointe Advisors first reported a position in WisdomTree International High Dividend Fund in Q4 2018 and has held it in 30 quarters since.
  • Beacon Pointe Advisors's WisdomTree International High Dividend Fund position peaked at $9.14M in Q3 2023.
  • 111 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.